§ 13F · FUND PROFILE
PRAIRIEVIEW WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $106M (13F)Positions · 29Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 40K | $26M | 21.4% | +1% |
| 2 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 149K | $15M | 12.1% | +4% |
| 3 | HTRB | HARTFORD TOTAL RETURN BOND ETF | 351K | $12M | 9.7% | +1373% |
| 4 | IWR | ISHARES RUSSELL MIDCAP ETF | 111K | $11M | 8.8% | +2% |
| 5 | VTV | VANGUARD VALUE ETF | 52K | $10M | 8.3% | +1% |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | 81K | $9M | 7.1% | −3% |
| 7 | VTWO | VANGUARD RUSSELL 2000 ETF | 85K | $9M | 7.0% | +2% |
| 8 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 120K | $8M | 6.3% | +3% |
| 9 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 64K | $6M | 5.2% | ±0% |
| 10 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 52K | $5M | 3.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRAIRIEVIEW SIGNAL
AC read
PRAIRIEVIEW WEALTH PARTNERS, LLC is a Other fund managing $106 million in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed